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March 2025 Yield Hunting Newsletter | In Like A Lion... The Latest Growth Scare.
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March 2025 Yield Hunting Newsletter | In Like A Lion... The Latest Growth Scare.

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Yield Hunting
Mar 02, 2025
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March 2025 Yield Hunting Newsletter | In Like A Lion... The Latest Growth Scare.
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Young woman at edge of red ramp looking down

"Don't try to buy at the bottom and sell at the top. It can't be done except by liars."

— Bernard Baruch

Executive Summary

  • We still think rates will come down further and that the Fed will cut more than 2 times this year. We like bonds here over stocks, especially US large cap growth stocks.

  • Taxable CEFs are skewed towards the downside so stay overweight sa…

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